UNH icon

UnitedHealth
UNH

Overview Fund Activity

2,502 hedge funds and large institutions have $307B invested in UnitedHealth in 2021 Q1 according to their latest regulatory filings, with 174 funds opening new positions, 1,135 increasing their positions, 900 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,502
Holders Change
+45
Holders Change %
+1.83%
% of All Funds
44.06%
Holding in Top 10
237
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+11.79%
% of All Funds
4.17%
New
174
Increased
1,135
Reduced
900
Closed
105
Calls
$1.86B
Puts
$1.99B
Net Calls
-$133M
Net Calls Change
+$343M

Top Buyers

1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$397M
2
Capital International Investors
Capital International Investors
California
+$387M
3
Lazard Asset Management
Lazard Asset Management
New York
+$285M
4
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
+$266M
5
HL
Harding Loevner
New Jersey
+$223M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.08B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$895M
3
Capital World Investors
Capital World Investors
California
-$434M
4
BlackRock
BlackRock
New York
-$413M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$221M
Name Holding Trade Value Shares
Change 		Shares
Change %
EA
2126
Ellsworth Advisors
Ohio
$340K +$90.5K +243 +36%
SW
2127
SkyOak Wealth
Michigan
$339K +$339K +860 New
PTC
2128
Philadelphia Trust Company
Pennsylvania
$337K – – –
RWA
2129
RGT Wealth Advisors
Texas
$336K -$9.31K -25 -3%
MCM
2130
McRae Capital Management
New Jersey
$335K – – –
ER
2131
Enlightenment Research
Florida
$335K +$335K +900 New
SCG
2132
Sonata Capital Group
Washington
$334K -$24.9K -67 -7%
CAM
2133
Columbia Asset Management
Michigan
$334K +$19.7K +53 +6%
OPOWM
2134
One Plus One Wealth Management
Florida
$334K +$334K +897 New
SC
2135
Steph & Co
Wisconsin
$333K – – –
BFC
2136
Bedel Financial Consulting
Indiana
$333K +$4.46K +12 +1%
CC
2137
Chicago Capital
Illinois
$331K +$331K +890 New
BFG
2138
Barber Financial Group
Kansas
$330K +$42.8K +115 +15%
VC
2139
Veery Capital
Delaware
$329K -$10K -27 -3%
CISOA
2140
Capital Investment Services of America
Wisconsin
$329K +$74.4K +200 +29%
GFPC
2141
Global Financial Private Client
Florida
$329K – – –
ACP
2142
Aviance Capital Partners
Florida
$328K -$29.8K -80 -8%
HWA
2143
HHM Wealth Advisors
Tennessee
$328K +$2.61K +7 +0.8%
LWA
2144
Lenox Wealth Advisors
New York
$326K -$207K -557 -39%
MWM
2145
Mascoma Wealth Management
New Hampshire
$326K +$26.5K +71 +9%
TF
2146
Trek Financial
Arizona
$321K -$384K -1,032 -54%
PO
2147
Private Ocean
California
$321K -$15.3K -41 -5%
RI
2148
Redwood Investments
Massachusetts
$320K -$29.4K -79 -8%
SFG
2149
Summit Financial Group
West Virginia
$320K -$5.57K -15 -2%
COCM
2150
Charter Oak Capital Management
New Hampshire
$319K +$5.58K +15 +2%
84 85
86
87 88